37f4180e1c
🚨 CRITICAL: Fixed deployment blockers by adding missing core directories: **Community System (CRITICAL)** - includes/community/ - Login_Handler and all community classes - templates/community/ - Community login forms **Certificate System (CRITICAL)** - includes/certificates/ - 8+ certificate classes and handlers - templates/certificates/ - Certificate reports and generation templates **Core Individual Classes (CRITICAL)** - includes/class-hvac-event-summary.php - includes/class-hvac-trainer-profile-manager.php - includes/class-hvac-master-dashboard-data.php - Plus 40+ other individual HVAC classes **Major Feature Systems (HIGH)** - includes/database/ - Training leads database tables - includes/find-trainer/ - Find trainer directory and MapGeo integration - includes/google-sheets/ - Google Sheets integration system - includes/zoho/ - Complete Zoho CRM integration - includes/communication/ - Communication templates system **Template Infrastructure** - templates/attendee/, templates/email-attendees/ - templates/event-summary/, templates/status/ - templates/template-parts/ - Shared template components **Impact:** - 70+ files added covering 10+ missing directories - Resolves ALL deployment blockers and feature breakdowns - Plugin activation should now work correctly - Multi-machine deployment fully supported 🔧 Generated with Claude Code Co-Authored-By: Ben Reed <ben@tealmaker.com>
97 lines
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2.8 KiB
Markdown
97 lines
No EOL
2.8 KiB
Markdown
# Testing Zoho CRM Integration
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## Prerequisites
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Your `.env` file now contains:
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- `ZOHO_CLIENT_ID` ✓
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- `ZOHO_CLIENT_SECRET` ✓
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## Testing Process
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### Option 1: Using the Test Script (Recommended)
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1. Open a terminal and run:
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```bash
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cd /Users/ben/dev/upskill-event-manager/wordpress-dev
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./bin/test-zoho-integration.sh
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```
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2. When prompted, choose 'y' to start the OAuth callback server
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3. Open a new terminal and run the script again, choosing 'n' this time
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4. Follow the prompts:
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- Open the authorization URL in your browser
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- Log in to Zoho and authorize the app
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- Copy the authorization code from the callback page
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- Paste it in the terminal
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### Option 2: Manual Testing
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1. Generate the authorization URL:
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```
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https://accounts.zoho.com/oauth/v2/auth?
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scope=ZohoCRM.settings.all,ZohoCRM.modules.all,ZohoCRM.users.all,ZohoCRM.org.all&
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client_id=1000.Z0HOF1VMMJ9W2QWSU57GVQYEAVUSKS&
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response_type=code&
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access_type=offline&
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redirect_uri=http://localhost:8080/callback&
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prompt=consent
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```
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2. Open the URL in your browser
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3. After authorization, copy the code from the redirect URL
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4. Run the test script:
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```bash
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cd /Users/ben/dev/upskill-event-manager/wordpress-dev/wordpress/wp-content/plugins/hvac-community-events/includes/zoho
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php test-integration.php
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```
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5. Paste the authorization code when prompted
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## What the Test Does
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1. **Validates Credentials** - Checks that your client ID and secret work
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2. **Gets Tokens** - Exchanges the auth code for access and refresh tokens
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3. **Fetches Org Info** - Gets your Zoho organization details
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4. **Tests Module Access** - Verifies access to Campaigns, Contacts, and Invoices
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5. **Creates Config File** - Saves all credentials to `zoho-config.php`
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6. **Updates .env** - Adds the refresh token for future use
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## Expected Output
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You should see:
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- ✓ Credentials loaded from .env file
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- ✓ Tokens received successfully
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- ✓ Organization found
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- ✓ Campaigns module accessible
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- ✓ Contacts module accessible
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- ✓ Invoices module accessible
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- ✓ Configuration file created
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## Next Steps
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After successful testing:
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1. The system is ready for field creation
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2. You can start syncing data
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3. Check WordPress admin → Events → Zoho CRM for status
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## Troubleshooting
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### "Invalid Client" Error
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- Verify the client ID and secret in your .env file
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- Check that you're using the correct Zoho data center (US, EU, IN, AU)
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### "Invalid Code" Error
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- Authorization codes expire in ~1 minute
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- Generate a new code and use it immediately
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### Connection Issues
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- Make sure you can access https://accounts.zoho.com
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- Check if you need to use a different regional URL
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### Module Access Issues
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- Ensure all required modules are enabled in your Zoho CRM
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- Check that your Zoho plan includes API access |